# Millennium Investment Services 401(k) Plan
Source: https://planprovider.pro/companies/millennium-investment-services-plan

> Millennium Investment Services's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Millennium Investment Services

- **Sponsor EIN:** 954844661

- **Sponsor Address:** 16217 KITTRIDGE STREET, VAN NUYS, CA, 91406

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $1.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3|$1.0M|$50,000|$36,500|

| 2023|3|$1.1M|$50,000|$36,000|

| 2022|3|$761,242|$50,000|$30,000|

## Similar Plans

- [Ak Financial Group](https://planprovider.pro/companies/ak-financial-group-plan) — 3 participants

- [Rick O'Hara & Associates, INC.](https://planprovider.pro/companies/rick-o-hara-associates-inc-plan) — 3 participants

- [Conaway & Conaway, INC.](https://planprovider.pro/companies/conaway-conaway-inc-401k-plan) — 3 participants

- [Olga R Jones](https://planprovider.pro/companies/olga-r-jones-401k-plan) — 3 participants

- [Columbus Capital Management](https://planprovider.pro/companies/columbus-capital-management-401k-plan) — 3 participants

- [Classic Financial & Insurance Services, INC.](https://planprovider.pro/companies/classic-financial-insurance-services-inc-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/millennium-investment-services-plan)

© 2026 PlanProvider.Pro